EQALL + Zoom.
Connect EQALL to Zoom and turn every Zoom meeting into sales-ready intelligence. Meeting Minutes, Summary, Sentiment, Opportunities, Action Items, and Follow Up Emails are generated automatically. Available on the Zoom App Marketplace.
What this integration does
Once connected, EQALL automatically ingests Zoom meeting metadata, cloud recordings, transcripts, and participants and turns them into sales-ready intelligence. Your prep, follow-up, and opportunity tracking all happen inside EQALL without anyone having to take notes.
| Zoom | Flow | EQALL |
|---|---|---|
| Meeting metadata | → | Meeting records |
| Cloud recordings | → | Meeting Minutes |
| Transcripts | → | Summary & Sentiment |
| Meeting participants | → | Attendee profiles |
From this data, EQALL generates Opportunities Identified, Action Items with owners and due dates, and Follow Up Emails you review and send. EQALL does not alter your Zoom settings, all data is read from your Zoom account with your consent and processed inside EQALL.
Get Started with EQALL
If your team is new to EQALL, complete these steps first. Setup takes about five minutes.
Go to eqall.com/en/register/login or download EQALL from the App Store. Select Sign in with Google or Microsoft using your company email. Allow all permissions for the best experience.
Complete a one-time LinkedIn sign-in to enrich attendee profiles with relationship context, communication styles, and deal-specific insights.
Go to Avatar Image → Products & Services and review what EQALL has pre-populated. This powers your personalized insights and deal recommendations. You can edit, add, or delete products by providing a company website, an uploaded file, or entering details manually.
Go to Settings → Notifications and turn on Today at a Glance and Meeting Summary to stay on top of every deal.
Connecting EQALL to Zoom
Each user connects their own Zoom account directly from EQALL. The connection uses OAuth and takes about a minute.
Go to Avatar → Settings → Integrations → Collaboration → Zoom and click Connect. EQALL redirects you to Zoom.
Zoom displays the permissions EQALL is requesting (see Permissions Required below for the full list and why each is needed).
Click Allow in Zoom to complete the OAuth flow. You will be redirected back to EQALL where the Zoom status updates to Connected.
If you're unable to authenticate using Option 1, your Zoom account may require admin approval for Marketplace apps. In that case, you'll need admin support — see Option 2 below.
Authorization options
Option 1. Individual user authorization (default)
By default, each Zoom user grants consent to EQALL directly during the OAuth flow above. No admin action is required if your Zoom account permits users to install Marketplace apps.
- OAuth tokens are issued per user.
- EQALL's access is limited to the consenting user's existing Zoom permissions.
- Tokens can be revoked at any time from the Zoom Web Portal under Solutions → Marketplace → Manage → Installed Apps.
Option 2. Administrator pre-approves or manages the application
Zoom administrators can centrally approve and manage third-party applications so that users in the account can connect EQALL without further admin approval.
- Sign in to the Zoom Admin Portal.
- Navigate to Advanced → App Marketplace → Manage → Installed Apps.
- Go to EQALL on the Zoom App Marketplace.
- Click Add for Others (blue button).
- Select All Users — this allows anyone in your Zoom account to connect individually to EQALL.
- Leave Send email to all users I've added checked to notify everyone.
- EQALL is pre-approved for everyone in the Zoom account, removing per-install admin prompts.
- Each user still completes their own OAuth grant the first time they connect from EQALL.
- Admins can revoke the approval at any time from the same Admin Portal screen.
Permissions Required
During authorization, EQALL requests the minimum Zoom OAuth scopes needed to deliver the features above.
| Permission (Zoom label) | Why EQALL needs it |
|---|---|
| View user information Required | Verify the Zoom account that authorized EQALL and match it to your EQALL member profile. |
| View meetings and meeting details Required | Associate Zoom meetings to your EQALL calendar and prepare context for each session. |
| View cloud recordings and transcripts Required | Generate sales-specific Meeting Minutes, Summary, Sentiment, Opportunities, and Action Items. |
| View meeting participants Required | Link attendees to EQALL profiles and enrich preparation and follow up. |
OAuth access is user-scoped, EQALL can only see Zoom data the authorizing user already has access to. Your Zoom credentials are never shared with EQALL.
How to Use the Integration
The Zoom integration runs across the full meeting lifecycle, mapped to EQALL's PRO framework.
Open the upcoming meeting in EQALL to see attendee profiles, communication style recommendations, commonalities, and a suggested agenda. Use EQALL Rehearse to practice your opener and key questions before the call.
Run your Zoom meeting as usual. Recording and transcript settings are controlled in Zoom. If you record or generate transcripts in Zoom, EQALL processes the content automatically.
Open the meeting in EQALL to review:
- Meeting Summary and Sentiment
- Opportunities Identified
- Action Items with owners and due dates
- Follow Up Emails you can copy or send using your usual email tool
Update or confirm any generated items and share with your team.
No meeting data appearing? Confirm the meeting was recorded or transcripts were enabled in Zoom. EQALL can only process content that Zoom makes available.
Remove or Disconnect the App
You can disconnect EQALL from Zoom at any time. There are two ways to do it.
Go to Avatar → Settings → Integrations → Collaboration → Zoom and click Disconnect. Status updates to Disconnected and EQALL stops syncing Zoom data.
Sign in to the Zoom Web Portal and go to Solutions → Marketplace → Manage → Installed Apps, or open the EQALL listing on the Zoom App Marketplace directly. Find EQALL for Zoom and choose Uninstall, then confirm removal.
When you uninstall the app in Zoom, Zoom revokes the OAuth tokens automatically. You can reconnect at any time through EQALL.
Setup Checklist
- EQALL account created and signed in with Google or Microsoft
- LinkedIn connected (one-time step)
- Products & Services reviewed and confirmed in EQALL
- Zoom account has permission to install Marketplace apps
- Zoom integration connected in EQALL (status shows Connected)
- Cloud recording or transcripts enabled in Zoom so EQALL has content to process
- Notifications enabled (Today at a Glance + Meeting Summary)
Questions or live walkthrough?
Our team will set up the Zoom integration with you live, or answer any questions your IT or Zoom admin has about permissions and security.